Search Results | Showing 181 - 190 of 273 results for "Aspiration" |
| | | Paradigm Group has appointed a new head of operations. Carsten Zuber joins Paradigm from Industry Fund Services, where he was the group's project manager. Prior to that, he was manager, wealth protection, then advice manager, at QInvest. Commenting ... |
| | | | AZ Next Generation Advisory has acquired a Sydney-based Fortnum-aligned advice group. Priority Advice Group (PAG), located in Chatswood, was founded in 1987 by Russel Marx and Alan Krowitz. Its leadership team, including managing director Larry Fingleson ... |
| | | | Accountants should be careful in choosing the right licensee if they want to continue providing SMSF advice from July 1, according to Connect Financial Service Brokers chief executive Paul Tynan. Tynan noted that existing business models and succession ... |
| | | | Launching in Australia this week is a crowd-sourced quantitative hedge fund that was originally conceived as a way to "hack Wall Street". US-based Quantopian is an investment firm that provides an open platform where anyone can research, back test and ... |
| | | | AIA Australia hopes to change the way people engage with life insurance by personalising products and focusing on storytelling. Following an extensive review of the company's digital presence by global design and strategy firm Frog, AIA Australia plans ... |
| | | | A fifth of those with a household income of $200,000 are living pay-cheque to pay-cheque and having $1 million does not make you rich. Those were two of the many striking perceptions to come out of a new survey from MLC aimed at providing advisers and ... |
| | | | Fiducian Group will acquire a financial planning business in Tasmania with $55 million in funds under advice. The business will merge with Fiducian's existing operation in Tasmania and will be sold for $1.35 million funded by excess cash. The acquisition ... |
| | | | Robo-advice is potentially damaging for the advice sector, as it's hard to replace a human's ability to discuss a client's dreams and aspirations, an advice group has said. Cigna Wealth senior financial adviser Zoe Downs said that recent growth in computer ... |
| | | | ... our business over the last financial period has been extremely pleasing and as a business we continue to realise our aspiration of being a highly innovative, and true adviser and client-centric investment provider," Kirk said. He continued, "Our service ... |
| | | | Four senior executives and financial planners from Macquarie Private Wealth (MPW) have left the group to start their own non-aligned boutique advice firm. Jeffrey Wrightson, Stephen Thaxter, Chris Forrest and Nina Kazmierczak have set up Sovereign Wealth ... |
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